Top financial advisors in Fishers, IN
We’ve curated a list of the best financial advisors in Fishers, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$195,966,983
Number of advisors
10 advisors
| $195,966,983 | 10 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fishers, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fishers. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Cbg & Company, Inc.
CBG & Company, Inc. is a Registered Investment Adviser based in Indianapolis, Indiana, providing personalized Portfolio Management Services and Financial Planning and Pension Consulting Services since 2008. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients may grant discretionary authority for account management, allowing the firm to make investment decisions on their behalf. CBG & Company, Inc. acts as a fiduciary, committed to acting in clients' best interests. The firm's fee structure for portfolio management services is based on a percentage of assets under management, with fees billed quarterly. For Financial Planning services, fees are charged hourly or as a fixed fee based on the complexity of services provided. The firm offers advice on various types of investments, including equity securities, exchange-traded funds, and corporate debt securities. CBG & Company, Inc. does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, high-net-worth individuals, and pension and profit-sharing plans, with a minimum account size requirement of $100,000, which may be waived at the firm's discretion. Clients receive regular account reviews and statements from qualified custodians. The firm does not compensate third parties for client referrals and maintains strict privacy policies to protect clients' personal information.
$195,966,983 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fishers, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fishers. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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